Finance Score: 0

Governance Score: -4

Support Score: 0

No PartB

No conflicts policy: -1
All male board: -3

No supporters identified

Overall GiG Score: -4

ROTARY CLUB OF WELLINGTON TRUST FUND

The Trust assists a wide variety of organisations, financing the cost from personal contributions, donations and fund raising activities

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/06/23	£19	£18	£0	n/a	n/a	n/a	n/a	n/a	0
30/06/22	£19	£17	£2	n/a	n/a	n/a	n/a	n/a	32
30/06/21	£20	£16	£4	n/a	n/a	n/a	n/a	n/a	42
30/06/20	£14	£11	£3	n/a	n/a	n/a	n/a	n/a	42
30/06/19	£14	£16	£-2	n/a	n/a	n/a	n/a	n/a	50
30/06/18	£18	£22	£-4	£0	£0	£0	n/a	0	0
30/06/17	£12	£6	£5	£0	£0	£0	n/a	0	0
30/06/16	£13	£12	£1	£0	£0	£0	n/a	0	0
30/06/15	£11	£12	£-1	£0	£0	£0	n/a	0	0
30/06/14	£11	£10	£1	£0	£0	£0	n/a	0	0
30/06/13	£10	£14	£-4	£0	£0	£0	n/a	0	0
30/06/12	£14	£9	£5	£0	£0	£0	n/a	0	0
30/06/11	£11	£11	£0	£0	£0	£0	n/a	0	0
30/06/10	£17	£17	£0	£0	£0	£0	n/a	0	0
30/06/09	£7	£7	£-1	£0	£0	£0	n/a	0	0
30/06/08	£8	£9	£-1	£0	£0	£0	n/a	0	0
30/06/07	£6	£11	£-4	£0	£0	£0	n/a	0	0
30/06/06	£10	£10	£0	£0	£0	£0	n/a	0	0
30/06/05	£22	£17	£5	£0	£0	£0	n/a	0	0
30/06/04	£8	£10	£-2	£0	£0	£0	n/a	0	0

Show more rows -->

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Download accounts

Highest pay bracket: less than £60,000

Established: 33 years

www.wellington.rotary1200.org

01823252635

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
Overseas Aid/Famine Relief

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Somerset,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

BRIAN CHARLES WITHERS Appointed: 2021

PROFESSOR MICHAEL WILLIAM FOWLER (Chair) Appointed: 2020

REV MICHAEL ROGER PARSONS Appointed: 2017

RICHARD JOHN MANNING Appointed: 2021

Legal constitution

Charity registered in England & Wales on 30/10/1991, number: 1005190

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

25 Manor Park
Norton Fitzwarren
TAUNTON
Somerset
TA2 6SG

Objectives

TO OR FOR THE RELIEF OF THE POOR AND NEEDY POR TO OR FOR SUCH OTHER CHARITABLE PURPOSE INSTITUTION SOCIETY OR OBJECT AS THE ROTARY CLUB OF WELLINGTON SOMERSET SHALL IN DULY CONSTITUTED MEETING FROM TIME TO TIME DIRECT.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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